Purchases and Sales Made in Q1 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q1 2023. The information is specifically focused on institutions that hold shares of CMS ENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.02K+ 1.92% |
$58.8K - $66.6K
|
54.1K
$3.78M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.02K+ 26.5% |
$58.6K - $66.4K
|
4.85K
$338K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.01K+ 2.77% |
$58.5K - $66.2K
|
37.5K
$2.62M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
946+ 10.82% |
$54.7K - $61.9K
|
9.69K
$676K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
900+ 0.72% |
$52K - $58.9K
|
127K
$8.84M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
899New |
$51.9K - $58.8K
|
899
$62.8K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
895+ 13.81% |
$51.7K - $58.5K
|
7.37K
$515K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
887+ 175.64% |
$51.3K - $58K
|
1.39K
$97.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
863New |
$49.9K - $56.4K
|
863
$60.3K
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
863+ 14.3% |
$49.9K - $56.4K
|
6.9K
$482K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
854+ 10.33% |
$49.3K - $55.9K
|
9.12K
$637K
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
850+ 26.56% |
$49.1K - $55.6K
|
4.05K
$283K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
842+ 605.76% |
$48.7K - $55.1K
|
981
$68.5K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
838+ 4.36% |
$48.4K - $54.8K
|
20K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
828+ 3.69% |
$47.8K - $54.2K
|
23.3K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
804+ 2010.0% |
$46.5K - $52.6K
|
844
$58.9K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
779+ 75.56% |
$45K - $50.9K
|
1.81K
$126K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
767+ 15.67% |
$44.3K - $50.2K
|
5.66K
$395K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
764+ 12.05% |
$44.1K - $50K
|
7.1K
$496K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
752+ 8.63% |
$43.5K - $49.2K
|
9.47K
$661K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
714+ 16.04% |
$41.3K - $46.7K
|
5.17K
$361K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
714New |
$41.3K - $46.7K
|
714
$49.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
700+ 88.05% |
$40.4K - $45.8K
|
1.5K
$104K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
699+ 0.21% |
$40.4K - $45.7K
|
334K
$23.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
668+ 11.57% |
$38.6K - $43.7K
|
6.44K
$450K
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
664+ 16.53% |
$38.4K - $43.4K
|
4.68K
$327K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
653+ 9.95% |
$37.7K - $42.7K
|
7.22K
$504K
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
650+ 5.04% |
$37.6K - $42.5K
|
13.5K
$946K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
632+ 14.37% |
$36.5K - $41.3K
|
5.03K
$351K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
632+ 5.2% |
$36.5K - $41.3K
|
12.8K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
609+ 3.22% |
$35.2K - $39.8K
|
19.5K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
605+ 12.05% |
$35K - $39.6K
|
5.63K
$393K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
600New |
$34.7K - $39.2K
|
600
$41.9K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
555+ 8.88% |
$32.1K - $36.3K
|
6.81K
$475K
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
550New |
$31.8K - $36K
|
550
$38.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
513+ 7.12% |
$29.6K - $33.6K
|
7.72K
$539K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
495+ 6.66% |
$28.6K - $32.4K
|
7.93K
$554K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
484+ 0.62% |
$28K - $31.7K
|
79K
$5.52M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
462+ 1.73% |
$26.7K - $30.2K
|
27.1K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
458+ 1.31% |
$26.5K - $30K
|
35.4K
$2.47M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
405+ 5.33% |
$23.4K - $26.5K
|
8.01K
$559K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
394+ 1515.38% |
$22.8K - $25.8K
|
420
$29.3K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
351+ 7.89% |
$20.3K - $23K
|
4.8K
$335K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
336New |
$19.4K - $22K
|
336
$23.5K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
331+ 1.74% |
$19.1K - $21.6K
|
19.4K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
330+ 10.32% |
$19.1K - $21.6K
|
3.53K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
328+ 0.24% |
$19K - $21.5K
|
139K
$9.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
321+ 0.94% |
$18.5K - $21K
|
34.3K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
313+ 9.27% |
$18.1K - $20.5K
|
3.69K
$258K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
300+ 0.98% |
$17.3K - $19.6K
|
30.8K
$2.15M
|